(Click on a Video below to learn more about the topic)
- Do I need an LLC or a Trust?
- Homestead Exemption & How It Protects You from Creditors
- What Is Google’s Inactive Account Manager?
- What Happens to My Apple Account at Death?
- Should Your Corporation Be In a Trust?
- Why You Shouldn’t D.I.Y Your Trust
- What Is a Trust, Anyway?
- The Art of Funding Your Trust
- The Right Age for an Estate Plan
- Three Tips to Choose the Right Trustee for Your Estate Plan
- Bitcoin Boom: Does Your Estate Plan Include Your Cryptocurrency?
- Possible Tax Law Changes: How Will It Impact Your Estate Plan?
- Estate Plans & End of Life Choices
- 5 Reasons Why Every Newlywed Needs an Estate Plan
- What Is a Certified Specialist in Estate Planning, Trust, & Probate Law?
- Prop 19: Seniors & Disaster Victims
- Estate Planning & Prop 19 Property Taxes
- Living Trusts: 5 Things to Ask Before Hiring a Trust Attorney
- How to Administer a Trust
- 4 Common Life Insurance Mistakes
- When a Loved One Dies with a Will & Trust
- What To Do When a Loved One Dies With a Pour-Over Will and Living Trust
- Wills & Trust: What Happens When A Loved One Dies
- When a Loved One Dies Without a Will
- Covid-19 & Your Healthcare Rights
- 4 Common Estate Planning Myths
- How to Protect Your Child’s Inheritance from His or Her Spouse
- Don’t Make This Life Insurance Mistake
- Four Times You Should Call A Trust Attorney
- Estate Planning for Couples Who Are Not Legally Married
- What Type of Trust Do I Have?
- Will MediCal Take My Home at my Death?
- 3 Legal Documents Every Young Adult Needs
- Divorced Parents of Minor Children
- Where do I store Original Documents?
- 3 Asset Protection Tips for Physicians
- 3 Bad Inheritance Shortcuts
- 4 Steps to Stop Mail Addressed to Deceased Person
- Inheritance for Married Couples
- Avoiding Probate
- Choosing A Trustee
- Discretionary Trusts
- 4 Asset Protection Tips
- Best Gift to Give an 18 Year Old
- Step Up In Basis: Why is it so Important?
- Selecting the Right Guardian for Your Child.
- To Gift or Not to Gift?
- What Does an Estate Plan Include?
- What Happens at Death with a Will & Trust?
- What Happens if a Person Dies With Only a Will In Place?
- What Happens if a Person Dies Without a Will or Trust?
- Life Events that Require an Immediate Estate Plan Update
- What Happens to Shares of Corporate Stock at Death?
- Perils of Joint Tenancy
- Have You Accidentally Disinherited A Loved One?
- What Happens to Your Embryos at your Death?
- What is the Difference Between C and S Corporations?
- What does it mean to “Fund Your Trust”?
- What Is The Difference Between a Will and a Trust?
- What is a “Trustee”?
- What Happens to an LLC Interest Upon death?
- What is an LLC?
- Medi-Cal Recovery Law Changes
- How to Probate a Loved One’s Estate
- New California Digital Asset Law
- When Do I Need to Amend My Trust?
- What Happens to Your Child’s Cord Blood After Your Death?
- How To Protect Your Real Estate Investment
- Property Ownership Part 3: Tenancy in Common
- Property Ownership Part 2: Community Property
- Property Ownership Part 1: Joint Tenancy
- What is Probate & How Do I Start Probating A Loved One’s Estate?
- 5 Common Estate Planning Myths
- What is an “Estate Plan” and How Much Does it Cost?
- Who is the Right Guardian for Your Child?
- What is a Special Needs Trust?
- How to Transfer Title of Car After Death
- What is a Step Up in Basis?
- Packing for College: Three Legal Documents Every 18 Year Old Needs.
- How to Administer a Trust After Person Has Passed Away
- Part III: When a Loved One Dies With a Pour Over Will and Living Trust.
- Part II: When A Loved One Dies With a Will
- Part I: When A Loved One Dies Without a Will
- What do I Need to Start Planning My Estate?
- When Should I Revisit My Estate Plan?
- How Obama’s State of the Union Proposal Can Impact Your Beneficiaries
- 529 College Savings Plans
- Estate Planning for Blended Families
- The Probate Process in California
- Delaware Enacts Law to Address Digital Asset Dilemna
- 4 Most Common Life Insurance Mistakes
- 4 Most Common Estate Planning Myths
- Defense of Marriage Act
- 5 Tips for Selecting a Guardian for Your Minor Child
- Disability Planning
- Special Needs Trust
- New LLC Law & Its Impact
- Digital Assets
Webinars
(Click on a Webinar below to view the video)
- Strategies To Protect Your Assets & Minimize Tax Liability
- Choosing a Guardian: Who is the Right Person for Your Family?
- Interview with Ann Arceo of Saavy Duo Financial Planning
- What’s your Plan B? Planning for Life After Incapacity.
- Corporation, LLC or LLP…Which Entity is Right for Your Business?
- Top Legal & Financial Moves for New Parents
[separator_with_icon]